⚡ 快速结论：
- 定价： Insightly starts at $29/user/month. Nimble’s pricing is a single plan at $24.90 per user/month.
- 最适合： Insightly suits sales teams that also run projects. Nimble suits 商业 professionals doing social outreach.
- 主要区别： Insightly bundles project management with CRM. Nimble builds contact records from social and 商业 数据。
- 我们的选择： Insightly, rated 4.1 versus 3.3, because it covers more business processes in one system.
Nimble and Insightly both call themselves CRM software for small businesses.
They are built for two different jobs.
Nimble CRM is a relationship focused CRM that lives inside your 收件箱.
Insightly is a customer relationship management and project management platform in one.
That single difference decides which one fits your business.
概述
这 敏捷 vs 洞察力 comparison covers pricing, features, and daily functionality.
我们的 作家 spent hands-on time inside a Nimble account.
Notes on Insightly come from its documentation and G2 reviews.
Every price below comes straight from each vendor’s published plans.
By the end you will know which system fits your team.
Insightly是什么？
Insightly is a cloud-based CRM built for small and mid-sized companies.
Anthony Smith founded it in 2009, and Unbounce acquired it in July 2024.
It keeps leads, contacts, sales opportunities, and projects in one place.
The company markets it as a modern CRM teams love to actually open.
What sets it apart is project management sitting next to the sales pipeline.
Sales teams close the deal, then the same record becomes a delivery project.
🏆 获奖者：Insightly
CRM, project management, and 报道 in one system. Built for teams that sell and then deliver.
Insightly 定价
Insightly offers three tiers. Every price is per user, per month.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 加 | 每用户每月 29 美元 | 小型销售团队起步 |
| 专业的 | 每用户每月 49 美元 | Teams needing dashboards and app integration |
| 企业 | 每用户每月 99 美元 | Full access to every feature |
Pricing verified August 2026.
免费试用： Insightly’s site lists a free trial of its paid tiers. Trial length and terms are shown at signup.
退款保证： No published refund window. Check your contract before you commit to an annual term.
📌 笔记： Insightly Marketing and Insightly Service are sold separately. Other Insightly products follow the same three-tier pricing structure as the CRM.
⚠️ 警告： The Plus tier gives limited access to most features. The Enterprise tier costs almost double what comparable plans from other CRMs charge.
Insightly 的主要优势
Here is what makes Insightly CRM worth a look:
- Projects live beside deals: Won sales opportunities convert into projects with milestones. Handoffs between sales and delivery stop breaking.
- Compliance covered: The platform meets SOC 2 Type II, GDPR, and HIPAA standards. That matters for healthcare and regulated services work.
- AppConnect 集成： A low-code engine offers over 2,000 pre-built connectors. You can wire up apps without a developer.
- Copilot AI: 内置的 助手 summarizes emails and retrieves data on request. It cuts the manual reading in your inbox.
- Reporting depth: Reports and dashboards turn raw business data into visual insights. Managers can monitor progress without exporting anything.
- Gantt timelines: A new version in 2025 added Gantt chart visualizations. Project timelines and dependencies are now easier to read.
- Third-party recognition: PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius all recommend the product.
我们的团队注意到了什么
We have not had extended hands-on time inside a paid Insightly account yet.
Note: The observations above come from Insightly’s published documentation and from G2 reviews. G2 reviews highlight fast setup and a short learning curve. The same reviews flag missing custom workflows on lower tiers.
Insightly 的优点和缺点
✅ 优点
- Project management and CRM in a single system
- 符合 SOC 2 Type II、GDPR 和 HIPAA 标准
- Over 2,000 pre-built AppConnect connectors
- Fast setup and an easy interface to pick up
- Customizable pipelines, Kanban views, and custom fields
❌缺点
- Enterprise tier costs almost double Zoho CRM
- Lacks advanced features like custom workflows on lower plans
- Not as feature-deep as Zoho CRM overall
- Per-user pricing adds up fast for larger sales teams
Nimble CRM是什么？
Nimble is a relationship-first contact management software for 小型企业 团队。
Jon Ferrara launched it in 2009 after pioneering CRM with GoldMine.
It works as a unified relationship management platform layered over your email.
Nimble integrates directly with Google Workspace and Microsoft 365.
The system enriches contacts with 社交媒体 insights and public company records.
That is why people call it a smart CRM rather than a database.
Here is a closer look at how the platform works day to day.
🥈 Runner Up: Nimble CRM
One plan with every feature included. Built for consultants and 小型企业 teams who sell through relationships.
Nimble CRM 定价
Nimble keeps one plan. Every feature is included at one price.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 付费计划 | 每用户每月 24.90 美元 | Consultants and small business teams wanting every feature |
Pricing verified August 2026.
免费试用： Yes. Nimble offers a 14-day free trial so you can test the product first.
退款保证： None published. The trial is the safety net, so use the full 14 days.
📌 笔记： The plan holds up to 25,000 contacts. Every extra 10,000 contacts costs $10 per month on top of your seats.
⚠️ Pricing conflict flagged: Our data sheet lists $24.90 per user/month, which matches the rate billed annually. Third-party sources report $29.90 per user/month on monthly billing. Confirm your billing cycle at checkout.
Nimble CRM 的主要优势
Here is what Nimble does that most CRM tools do not:
- No siloed contacts: The platform pulls Gmail, Outlook, LinkedIn, and social media into one profile. All your contacts sit in a single view.
- Enrichment credits: Nimble surfaces extra contact details for people at companies you visit online. That gives small teams real sales intelligence.
- Today page dashboard: One screen shows upcoming activities, deals, and engagement opportunities. It replaces a morning spent digging through tabs.
- Group messaging built in: Send up to 1,000 personalized group messages per month with open and click tracking on the Business Plan.
- 敏捷的勘探者： A browser extension captures contact details from any site and adds them to your CRM without typing.
- Deep contact sync: Microsoft 365 gives two-way syncing of contacts and calendar events. Google Workspace contact sync runs one way.
- Communication history: Stored email threads and social messages keep your follow ups grounded in what was actually said.
我们的团队注意到了什么
Our writer set up a Nimble account and worked through a live contact list. Here is what stood out from that hands-on time:
Nimble CRM 的优点和缺点
✅ 优点
- One plan with all features and no upsell tiers
- Clean interface that small businesses pick up quickly
- 强大的联系人搜索和沟通记录
- Prospector app captures contact records without manual entry
功能对比
Here is where the two CRM tools split apart. We compared eleven areas that matter to small business teams.
| 特征 | 洞察力 | Nimble CRM |
|---|---|---|
| 起价 | 每用户每月 29 美元 | 每用户每月 24.90 美元 |
| 免费计划 | ❌ | ❌ |
| 项目管理 | ✅ | ❌ |
| 社交媒体丰富化 | ❌ | ✅ |
| 群组消息 | ❌ | ✅ |
| 原生集成 | ✅ 2000多个连接器 | ✅ 超过 140 个应用 |
| Reporting Dashboards | ✅ | ✅ 基本款 |
| 支持工单 | ✅ Add-on product | ❌ |
| 移动应用 | ✅ iOS 和安卓 | ✅ iOS and Android |
| 最适合 | Sales teams that deliver projects | Social selling and outreach |
1. 联系人管理
洞察： Contacts, leads, and organization records sit in a structured database. You can customize layouts and add custom fields per record type. It is built for teams that want clean, consistent data entry.
Nimble CRM： Contact management works the other way around. The platform builds existing contact records from email, calendar, and social profiles automatically. Type a company name and you get contact insights without hunting through tabs.
2. Sales Pipeline and Deals
洞察： Customizable sales pipelines and Kanban views track every stage. An opportunities dashboard shows what is close to closing deals. Multiple pipelines can run side by side for different product lines.
Nimble CRM： Deals move through visual Kanban boards too. Pipeline management is simpler here, with fewer stages and fewer settings to configure. That suits solo consultants more than layered sales teams.
3. 任务和项目管理
洞察： This is the clearest gap between the two. Projects carry milestones, pipelines, and dependencies, and Gantt charts landed in 2025. You can assign tasks to any team member from web or mobile.
Nimble CRM： Task management covers activities, reminders, and follow ups tied to a contact. You can quickly create tasks and hand them to a colleague. There is no project layer, so delivery work needs another tool.
⚠️ 警告： If your team bills for delivery work, Nimble alone will not cover it. Budget for a separate project tool before you compare prices.
4. 工作流自动化
洞察： 工作流程 自动化 handles record updates, alerts, and multi-step business processes. Copilot, the 人工智能助手, summarizes long email threads. Custom workflows are gated behind higher tiers, which is a common complaint.
Nimble CRM： Workflow templates let you run repeatable processes on Kanban boards. Onboarding, hiring, and renewal sequences all fit the same model. It is lighter than Insightly but available on the only plan.
5. Email and Group Messaging
洞察： You get email templates, tracking, and the option to schedule emails from inside a record. Bulk campaigns belong to Insightly Marketing, sold as a separate product. Marketing teams usually buy both.
Nimble CRM： Group messages ship with the plan, capped at 1,000 per month. Open and click tracking is included, and automated email sequences handle nurturing relationships. No second purchase required.
6. Prospecting and Company Records
洞察： Organization records link every contact, deal, and project to one company. It is excellent for account history. Insightly does not enrich records from public social profiles on its own.
Nimble CRM： Nimble Prospector runs in your browser and pulls details from LinkedIn or any company site. One click adds the person to your list. For social selling this is the strongest feature either tool offers.
7. Automations and Reporting
洞察： Reporting is the stronger half of this pairing. Dashboards chart pipeline, activity, and revenue so managers monitor progress at a glance. Dashboard access is limited on the Professional tier.
Nimble CRM： Automations cover task assignment, reminders, and message sequences. Reporting highlights areas of potential improvement but stays basic. Expect activity summaries, not custom revenue models.
8. 集成
洞察： AppConnect is a low-code engine with over 2,000 pre-built connectors. You build multi-step flows between apps without writing code. That is the widest integration reach of the two.
Nimble CRM： The platform connects to more than 140 SaaS apps and social networks. Many of those links still route through Zapier or 帕布利. Native depth is best with Microsoft and Google accounts.
9. Web Forms and Lead Capture
Nimble CRM： An online form 建筑商 captures visitor details straight from your website. New submissions land as contacts, so you manage leads without a middle step. Nimble contacts stay in sync from that moment on.
洞察： Lead capture is handled through Insightly Marketing or an AppConnect flow. The CRM itself expects leads to arrive from another source. Since the Unbounce merger, landing pages feed that pipeline.
10. Support and Ticketing
洞察： Insightly Service adds tickets, a knowledge base, and a customer portal. It shares data with the CRM, which helps customer retention after the sale. It is a paid add-on, not part of the base plan.
Nimble CRM： There is no ticketing module at all. Support conversations live in the shared inbox and contact timeline. Teams running formal service desks will need a separate system.
11. 定价与成本
让我们把这些方案并排比较一下。
| 计划级别 | 洞察力 | Nimble CRM |
|---|---|---|
| 入口 | 此外——每用户每月 29 美元 | Paid Plan — $24.90 per user/month |
| 中 | 专业版——每用户每月 49 美元 | 同一个计划 |
| 顶部 | 企业版——99美元/用户/月 | 同一个计划 |
| 计划数量 | 3 | 1 |
洞察： The Plus and Professional tiers price competitively against other CRMs. Enterprise at $99 is where costs bite, roughly double comparable Zoho CRM plans. You pay more, but project management and reporting come with it.
Nimble CRM： One plan removes the guesswork entirely. At $24.90 per user/month you get every feature, which is cheap for this category. Watch the contact ceiling, since extra storage adds $10 per month per 10,000 contacts.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| The lowest seat price | Nimble CRM | $4.10 cheaper per user |
| Project delivery tracking | 洞察力 | 里程碑和甘特图 |
| Social selling and outreach | Nimble CRM | Prospector plus social enrichment |
| HIPAA 或 SOC 2 合规性 | 洞察力 | Certified against both standards |
| Deep app integrations | 洞察力 | 2000 多个 AppConnect 连接器 |
| One simple plan | Nimble CRM | Every feature, no tier upgrades |
💰 您的预算
Nimble costs $24.90 per user each month with everything included. Insightly starts lower in features at $29 and climbs to $99 for full access.
🔌 您的技术栈
Nimble is the better fit if your company runs on Microsoft 365 or Google Workspace. Insightly wins when you need to connect finance, support, and marketing 自动化 apps together.
📝 您的销售策略
Relationship sellers who work LinkedIn and email get more from Nimble. Teams running structured deal stages toward closing deals get more from Insightly.
🎓您的经验水平
Both keep the learning curve short, and neither is the perfect CRM for every team. Nimble asks less of a first-time user, while Insightly rewards anyone willing to customize.
🆓 免费试用和演示
Nimble gives you a 14-day free trial with instant access to every feature. Insightly runs trials and guided demos, so book one before you pick a tier.
🛟 Support and Team Collaboration
Insightly supports team collaboration through shared projects, tasks, and a service portal. Nimble keeps collaboration lighter, centered on shared contacts and communications.
切换指南
Already using one of these? Here is what changes if you move.
🔄 Switching from Insightly to Nimble CRM?
✅ 你将获得：
- A cheaper seat price with every feature unlocked
- Social profiles and contact insights attached automatically
- Group messaging and the Nimble app on iOS and Android
❌ 你会失去什么：
- Project management with milestones and Gantt charts
- SOC 2 Type II, GDPR, and HIPAA compliance coverage
- AppConnect and the ticketing side of Insightly Service
📋 如何切换：
- Export contacts, organizations, and open deals to CSV
- Start the 14-day trial and connect your email account
- Import the CSV, then let the system enrich each record
🔄 Switching from Nimble CRM to Insightly?
✅ 你将获得：
- Projects, milestones, and delivery tracking beside deals
- Reports and dashboards that managers can act on
- Add-on products for service and marketing automation
❌ 你会失去什么：
- Automatic social enrichment on every contact record
- Built-in group messages with open and click tracking
- The single-plan simplicity of Nimble’s pricing model
📋 如何切换：
- Export all your contacts and deal history from Nimble
- Pick a tier and map custom fields before importing
- Rebuild pipelines, then assign tasks to each team member
我们的评测没有涵盖的内容
This comparison focused on small business teams and independent business professionals. We did not test enterprise rollouts, custom API work, or bulk seat licensing. Insightly’s paid add-ons were reviewed on paper rather than in daily use. Our notes reflect the August 2026 versions of both products, and functionality changes often. If you manage fifty or more users, your priorities will differ from what we covered here.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | Nimble CRM |
| 🚀 核心 CRM 功能 | 洞察力 |
| 🧩 Project Management | 洞察力 |
| 🤝 Relationship Insights | Nimble CRM |
| 📊 Reporting and Dashboards | 洞察力 |
| 🔌 集成 | 洞察力 |
| 👶 易用性 | Nimble CRM |
| 🔐 Compliance and Security | 洞察力 |
| 🏆 总冠军 | 洞察力 |
🏆 获奖者：INSIGHTLY
Insightly wins 5 out of 8 categories.
最适合： Agencies and consultancies, sales teams that deliver projects, and regulated services businesses
These two products answer different questions. Insightly asks how work gets delivered after the sale. Nimble asks how the relationship gets built before it.
Insightly earns the higher 4.1 rating because it covers more ground. One system holds customers, projects, reporting, and compliance, which helps a growing company drive business growth without stitching four apps together.
Nimble is excellent at what it does. For a consultant chasing referrals on LinkedIn, better relationship management beats a project module every time. Its 3.3 rating reflects breadth, not quality.
Pick Nimble if outreach and business growth come from your own network. Pick Insightly if your team needs to sell, deliver, and report inside one platform.
Insightly 的更多比较
Here is how Insightly holds up against its closest rivals:
Insightly 在以下方面胜出： native project delivery, flatter per-seat costs at the Plus tier, HIPAA coverage for regulated work
HubSpot 在以下方面胜出： a genuinely usable free tier, richer marketing automation, a far larger partner and training network
Insightly 在以下方面胜出： a quicker rollout, a cleaner data import process, project milestones built into the same records
Zoho CRM 的优势在于： deeper feature coverage overall, roughly half the Enterprise seat price, a wider bundle of sibling business apps
Insightly 与 管道驱动
Insightly 在以下方面胜出： post-sale project tracking, AppConnect’s 2,000-plus connectors, compliance certifications for healthcare clients
Pipedrive 获胜： faster daily pipeline entry, a lower entry price, mobile business card scanning that speeds up event follow-up
Insightly 与 Salesforce
Insightly 在以下方面胜出： setup speed measured in days, no admin headcount required, total cost of ownership for teams under fifty seats
Salesforce 的优势在于： unmatched customization depth, an enormous app marketplace, reporting that scales to thousands of users
Nimble CRM 的更多比较
Nimble competes with a different crowd. This video walks through the closest alternatives.
Nimble CRM 赢得以下奖项： automatic social enrichment, one flat plan instead of tiers, tighter Microsoft 365 two-way sync
HubSpot 在以下方面胜出： a free starting tier, campaign reporting depth, native landing pages and forms at scale
Nimble CRM 赢得以下奖项： the Prospector browser extension, richer profile enrichment, group messages included in the plan
Capsule CRM 的优势在于： a free plan for very small teams, simpler pipeline setup, lower cost per seat at entry level
Nimble CRM 与 Nimble CRM 的比较 基普
Nimble CRM 赢得以下奖项： a much lower monthly cost, faster onboarding for non-technical users, social prospecting tools Keap does not offer
Keap 获胜理由： full marketing automation sequences, native invoicing and payments, appointment booking built into the same account
Nimble CRM 赢得以下奖项： contact enrichment from public profiles, email-first workflow, cheaper access to every feature
周一 CRM 胜出： board-level productivity views, stronger team dashboards, a work platform that stretches beyond sales. For example, marketing teams run campaigns on the same boards.
常见问题解答
Nimble CRM 有哪些功能？
It unifies contacts, email, and social profiles into one record. The system tracks deals, sends group messages, and reminds you when to reconnect with someone.
Nimble每月费用是多少？
$24.90 per user each month at the annual rate. Third-party sources list $29.90 on monthly billing. Every feature is included, along with 25,000 contacts.
Insightly 的用途是什么？
Teams use it to manage leads, contacts, and sales opportunities, then turn won deals into projects with milestones and tasks. Reporting and dashboards come standard.
Insightly 容易使用吗？
Yes. G2 reviews highlight fast setup and a short learning curve. Getting data into the system is straightforward, though custom workflows sit on higher tiers.
Nimble有哪些缺点？
No project management, basic reporting, and several integrations that need Zapier or Pabbly. The Android app also scores lower in reviews than the iOS version.
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